Project management
Easily manage projects from start to finish. Stay organized, track progress, and ensure timely delivery.
Sales & Proposals
Streamline sales with quick proposal creation, tracking, and faster deal closures.
Time tracking
Log work hours effortlessly, manage timesheets, and capture every billable hour.
Invoicing
Generate and automate professional invoices quickly. Get paid faster.
Financial Performance
Gain real-time insights into your financial health. Track revenue, expenses, and profitability.
See how Drum can work for you. Book a personalised walkthrough today.
Consulting Engineers
Track project budgets, time and invoicing for your engineering firm.
Architects
Manage project phases, track time and invoice through Xero for your studio.
Town Planners
Track time across planning applications and invoice through Xero.
Building Designers
Manage project stages, time and budgets for your design practice.
Surveyors
Track jobs, manage field and office time, and invoice through Xero.
See how Drum can work for you. Book a personalised walkthrough today.
Insights, frameworks, and practical guidance for professional services firms. From project management to financial performance, we cover what matters to your business.
Purchase orders prevent surprise expenses from blowing up your project budget. Here's how to create, approve, and track them without slowing your team down.
Drum's QuickBooks integration syncs invoices, contacts, and payments automatically — so your project data and accounting always match without manual entry.
A project execution plan bridges the gap between winning the work and delivering it. Here's how to define scope, assign resources, and set milestones that stick.
Your overhead rate directly affects how you price projects. Here's the formula, worked examples, and how to use the result to set rates that actually cover your costs.
Well-placed milestones trigger progress payments, catch scope drift early, and keep clients aligned. Here are 10 real examples for consulting and agency projects.
Standard accounting tells you if the business is profitable. Project accounting tells you which projects are profitable — and why. Here's how to set it up.
Running 5+ client projects simultaneously is the norm for service firms — but most systems aren't built for it. Here's how to prioritise, delegate, and stay on top.
Revenue per employee for professional services firms averages $199K — down from $207K three years ago. Here's how to calculate yours and what drives the number up.
A good service agreement protects your scope, payment terms, and IP without 30 pages of legalese. Here's what to include — with clauses you can actually use.
Capacity planning prevents overcommitting and underutilising your team. Here's how to forecast demand, spot gaps, and staff projects before they start.
Scope, schedule, budget, resources, and risk — these five fundamentals determine whether projects succeed or fail. Here's how they work together in practice.
Managing risk across a programme of projects is harder than single-project risk management. Here's a practical framework with real-world examples.
Manually syncing QuickBooks with your project management wastes hours each week. Here's how to connect them properly so invoices, expenses, and contacts stay in sync.
Most service firms only see the real cost of a project after it's done. Here's how to estimate, track, and control costs while you can still change the outcome.
Earned value management combines scope, schedule, and cost into a single picture of project health. Here's how to calculate EVM metrics and act on what they tell you.
Hourly, fixed-fee, or value-based? Each pricing model suits different engagements. Here's how to calculate your rate, structure your proposals, and protect your margins.
Agencies that track time properly bill 15-20% more. Here's how to pick a system your team will actually use — and connect it to your billing workflow.
When your CRM and accounting live in separate systems, invoices get delayed and client history disappears. Here's what an integrated solution actually looks like.
Manual document approvals cost professional services firms hours every week. Here's how workflow software automates routing, versioning, and sign-offs.
A step-by-step checklist covering every phase of project delivery — from scoping and resourcing through to handover and post-project review.
More articles coming soon. Subscribe to stay updated.